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Quaero Capital Funds (Lux) - Argonaut A CHF

Ranked 77 out of 83 in - European Small & Medium Companies over 12 months
All calculations are in CHF unless stated

Managed by

Philip Best

Geneva-based Philip Best is the founding partner and is a fund manager at Quaero Capital. Prior to establishing Quaero in 2003, Philip served in a series of roles in the financial industry including fund manager at Warburg Investment Management, European equity sales at Enskilda Securities, French Equity sales at Fauchier Magnan in Paris and European equity sales at The Europe Co Ltd (Jefferies International). He holds a degree in Modern History from University of Oxford. Away from the office, Philip enjoys shooting, skiing and the cinema and theatre.

Marc Saint John Webb

Marc Saint John Webb has 20 years’ experience of investing in European equities, starting out as a stockbroker for Warburg Securities in Paris in 1987. He subsequently worked as a research analyst for Schelcher Prince before moving on to small cap stockpicking at Oddo. In 1997, he joined CCF Elysées Bourse as Head of the Small Caps division, where he developed a new research product specifically for smaller companies. In 2001, he co-founded Ixis-Rothschild Midcaps, a joint venture specialising in corporate brokerage and research on French mid-sized companies. He joined Argos Managers in 2006 as co-manager of The Argonaut Fund and launched The Family Enterprise Fund in 2007. Born in 1965, Marc studied at Aston Business School in England, Madrid Complutense in Spain and INSEAD in France. He holds the diploma of the SFAF (French analysts’ association).

Objective

The objective of the Sub-Fund is to maximise long term capital growth by investing primarily in a portfolio of micro and small capitalisation European companies.The Sub-Fund will invest at least 75% of its net assets, excluding cash and cash equivalents, in shares of companies quoted on European stock exchanges, applying a strongly "bottom up" stock picking approach.The fund will aim to exploit valuation inefficiencies in the market using a strong value style approach. The Sub-Fund will not invest more than 10% of its net assets in UCITS and other UCIs.

Showing fund performance in Switzerland View performance globally

Performance

European Small & Medium Companies over : 30/04/2017 - 30/04/2018
  • Rank 77/83 Total Return
  • Rank 2/83 Standard Deviation
  • Rank 57/83 Max Drawdown
Fund Name Currency Return
75 Entrepreneurs CHF

9.7%

76 AXA WF Framlington Human Capital AC EUR CHF

9.6%

77 Quaero Capital Funds (Lux) - Argonaut A CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

9.5%

78 Liontrust GF European Smaller Companies A4 EUR Acc CHF

9.3%

79 Kempen (Lux) Sustainable European Small-cap Fd I CHF

8.6%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.3%
2017 19.4% 7.8% 6.2% 1.4% 2.8%
2016 18.6% -2.6% 0.3% 11.9% 8.5%
2015 24.0% 14.7% 0.9% 2.3% 4.8%
2014 1.6% 10.2% 2.5% -7.4% -2.9%
2013 41.5% 6.8% 4.9% 12.9% 11.9%
2012 11.0% 12.5% -9.1% 0.1% 8.4%
2011 1.8% -16.7% 1.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Luxembourg
  3. Switzerland
  4. United Kingdom

Fund Info

  • Launch date10/02/2011
  • Share Class size17Mn
  • Base currencyEUR
  • ISIN LU0584436546
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%

Related News

VIDEO: QUAERO Capital PM on his latest value picks

QUAERO Capital's Marc Saint John Webb reveals how he overcame value's long-term underperformance.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).